Forum Discussion
EvanMartinez
Qrew Elite
Hi Mark,
For scalability in the long term I would recommend planning to build that out so that you have three tables. One for Parent Companies, one for Subsidiaries, and one for Contacts. This way you can have Parent Companies that have Subsidiaries and then both Parent Companies and Subsidiary Company can be related to Contacts. This way you can have a nice flow from Parent Companies to Subsidiary and then from both those tables to Contacts. This keeps all of your data organized and flowing in a way that breaks down the two types of companies you have. Unless you have a use case where a company would be both a Parent and a Subsidiary?
For scalability in the long term I would recommend planning to build that out so that you have three tables. One for Parent Companies, one for Subsidiaries, and one for Contacts. This way you can have Parent Companies that have Subsidiaries and then both Parent Companies and Subsidiary Company can be related to Contacts. This way you can have a nice flow from Parent Companies to Subsidiary and then from both those tables to Contacts. This keeps all of your data organized and flowing in a way that breaks down the two types of companies you have. Unless you have a use case where a company would be both a Parent and a Subsidiary?
EvanMartinez
7 years agoQrew Elite
Yes that is right, it requires you to go through and relate your Parent Companies and Subsidiary Companies but ideally long term it will be neater and help keep your data clear. Then once you relate Subsidiary Company and Contacts you have 2 choices. You can either create and relate Contacts to the specific Subsidiary Company via the Related Subsidiary Company. Also for any contacts that are related to the Parent you might also want to view you can create a field that is the Report link field in Subsidiary Company.
A Report link displays records on a Form based on matching a field in one table to another, and once your data is filled in your Subsidiary Company and your Contacts table will have one very solid field in common, they will both have a Related Parent Company field with the same value. So you can set the report link to match Related Parent Company in Subsidiary Company to the Related Parent Company field from Contacts. This way you will have the report of the contacts specifically related to this Subsidiary Company and a list of the contacts that were related to the the Parent Company. It will allow you to more easily differentiate the two. It just takes a bit more work in the beginning to get all lined up. Then in the future you can either chose to add a contact who is just for one of your Parent Company's or a contact who is related to the Subsidiary Company. I have linked below a little video that shows what a set up like that might look like in an App
https://www.screencast.com/t/pcc3oUACPit
A Report link displays records on a Form based on matching a field in one table to another, and once your data is filled in your Subsidiary Company and your Contacts table will have one very solid field in common, they will both have a Related Parent Company field with the same value. So you can set the report link to match Related Parent Company in Subsidiary Company to the Related Parent Company field from Contacts. This way you will have the report of the contacts specifically related to this Subsidiary Company and a list of the contacts that were related to the the Parent Company. It will allow you to more easily differentiate the two. It just takes a bit more work in the beginning to get all lined up. Then in the future you can either chose to add a contact who is just for one of your Parent Company's or a contact who is related to the Subsidiary Company. I have linked below a little video that shows what a set up like that might look like in an App
https://www.screencast.com/t/pcc3oUACPit